The CNBC FA 100 celebrates the advisory firms that top the list in 2020 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100 2020

65. Lee Financial Company

Lee Financial Company, based in Dallas, Texas, is ranked No. 65 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 40 on last year's CNBC FA 100 list.

Total AUM: $1.1B+

Years in Business: 45

Accounts Under Management: 518

Previous appearances on FA 100 List: 1 (No. 40 in 2019)


Richard Lee Jr., Chief Executive Officer

Christina Williams, President


8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001